How to Build a Media Coverage Summary in ClickUp

ClickUp can help you organize every article, quote, and interview about your brand into one clear media coverage summary your team can trust.

This how-to guide walks you through creating a simple, repeatable workflow to capture media mentions, summarize key points with AI, and share a clean overview with stakeholders.

Why Use ClickUp for Media Coverage Tracking

Managing media mentions in email threads or spreadsheets quickly becomes messy. Using ClickUp gives you:

• A single, searchable place for all press items
• Consistent summaries for fast executive briefings
• Clear ownership and deadlines for follow-up actions
• Collaboration across PR, marketing, and leadership

The media coverage summary example on ClickUp shows how AI and structured tasks can keep your coverage up to date.

Plan Your Media Coverage Workflow in ClickUp

Before building your workspace, clarify what you need from your media log. Define:

• Inputs: Articles, podcasts, social threads, analyst reports, and press releases.
• Outputs: Weekly summary, executive digest, or public report.
• Owners: Who captures mentions, who reviews, and who reads the final summary.

Having this plan ready makes it easier to configure your space, lists, and fields in ClickUp.

Step 1: Create a Media Coverage Space in ClickUp

Begin by setting up a dedicated structure.

1. Create a new Space and name it something like Media & PR.

2. Add a Folder called Media Coverage.

3. Inside the Folder, create a List such as Coverage Log for every new mention.

You can later add more Lists for campaign-specific coverage or archives, but starting with one central log keeps things simple.

Step 2: Add Custom Fields in ClickUp for Media Details

To make your coverage summary useful, capture consistent information on every item.

Add custom fields in your ClickUp List for:

• Outlet Name (text)
• Link to Coverage (URL)
• Author or Host (text)
• Publication Date (date)
• Coverage Type (dropdown: article, podcast, review, interview, social, other)
• Sentiment (dropdown: positive, neutral, negative)
• Tier or Priority (dropdown: tier 1, tier 2, tier 3)
• Key Product or Topic (text)

These structured fields allow you to filter and sort your media coverage in ClickUp for any report or meeting.

Step 3: Capture Each New Media Mention in ClickUp

Every time your brand is mentioned, log it as a task in the Coverage Log List.

1. Create a new task and use the article or show title as the task name.

2. Paste the original link into the URL field.

3. Fill in outlet, author, date, type, and sentiment.

4. Attach PDFs, screenshots, or audio files if the content might change or go behind a paywall.

Encourage your team to add mentions directly to ClickUp instead of sending them by chat or email. That way you maintain a reliable single source of truth.

Step 4: Use ClickUp AI to Summarize Media Coverage

The media coverage summary example highlights how AI can save time by turning long articles into clear insights.

1. Paste the full article text or key sections into the task description or a dedicated Notes section.

2. Use ClickUp AI to generate:

   • A short executive summary
   • Key points and quotes
   • Potential follow-up actions

3. Place the AI-generated summary at the top of the description so readers see it first.

Make sure to review and lightly edit AI output for accuracy and tone before sharing with stakeholders.

Step 5: Organize Views and Dashboards in ClickUp

Once your coverage data is in place, create visual views that match how your team works.

Table View for Detailed Media Logs in ClickUp

Use a Table view to see every custom field in a clean grid.

• Filter by date range to build weekly or monthly reports.
• Sort by sentiment or tier to highlight critical coverage.
• Group by coverage type to understand where your brand appears most.

Board View for Coverage Workflow in ClickUp

If your PR team has follow-up tasks, a Board view can show status across stages, such as:

• New Mention
• Reviewing
• Need Response
• Amplified on Social
• Archived

This helps you manage everything from fact-checking to social promotion directly inside ClickUp.

Dashboard Widgets for Executive Overviews in ClickUp

Create a Dashboard to present high-level insights, such as:

• Number of mentions per week or month
• Share of positive vs. negative sentiment
• Coverage breakdown by type or outlet tier

Executives can quickly check this Dashboard instead of reading each individual task.

Step 6: Build a Media Coverage Summary Report in ClickUp

Now combine your structured tasks and AI summaries into a polished coverage overview.

1. Create a Docs document in your Media & PR Space.

2. For each reporting period, add sections such as:

   • Top Headlines
   • Key Themes
   • Risks and Issues
   • Opportunities and Wins

3. Paste in the short summaries from each relevant task in ClickUp, along with links back to the source tasks for full context.

4. Share the Doc or export it as needed for leadership or external partners.

This approach produces a consistent, professional summary without rebuilding reports from scratch every time.

Step 7: Automate Routine Steps in ClickUp

After your workflow is running smoothly, automate repetitive tasks where possible.

• Create templates for new coverage tasks with pre-filled custom fields.
• Set automations to assign new mentions to a PR owner.
• Trigger status changes when sentiment is updated or when a summary is completed.

Thoughtful automation in ClickUp helps your team stay focused on strategy instead of manual updates.

Improve Your Media Process Beyond ClickUp

While ClickUp manages the operational side, you may also want strategic help shaping your PR and content plan. Services like Consultevo can complement your internal workflows with broader marketing and SEO guidance.

Next Steps: Scaling Media Coverage Management with ClickUp

With a clear structure, AI-powered summaries, and reliable reporting views, your team can move from scattered press links to a disciplined coverage program.

Use the media coverage summary example as inspiration, then adapt each step in ClickUp to match your organization, channels, and reporting needs. Over time, you will build a historical record of how your brand appears in the market—and a faster way to act on every new mention.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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